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Strategic Planning Free Template

The Strategic Planning Template from Pipefy is designed to help companies create a detailed strategic plan.

Goals and strategy, all in one place

The Strategic Planning Template will help you stay focused on the creation of strategy, and allow other team members to participate in the execution. This template guides you through the steps of developing your strategic plan, providing helpful tips along the way.

You’ll be able to develop and organize everything you need for a strategic plan, including market research, a SWOT analysis, the company’s vision, mission, and values statements, and your overall goals.

Start building your strategic plans with Pipefy today!

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Teams across the globe love Pipefy

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Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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